Adding Donations In Bulk
This allows you to enter bulk donations via a spreadsheet.
Instructions
1. Download the empty sample File (Download).
2. Add required and optional data.
3. Use the campaign id lookup provided using the pulldown on the right side of the page.
4. Upload file. Fix any issues reported.
5. Submit
Supported File Format: XL spreadsheet with header row.
Here are the required and optional data and descriptions.
Column Name | Header | Value | Description | Note |
|---|---|---|---|---|
name* | Required | Required | Name of Donor | Full name of Donor |
email* | Required | Optional | Email of Donor | One of Email, Phone or Address must be present |
phone* | Required | Optional | US phone number of Donor | One of Email, Phone or Address must be present |
address* | Required | Optional | Full street of the Donor | One of Email, Phone or Address must be present |
campaign_id* | Required | Required | Campaign Id, number | Use campaign Id lookup to find correct values |
amount* | Required | Required | Donation amount in dollars, excel cell type is number or currency | Non zero donation amount |
date | optional | optional | Donation date in Month date, year (e.g. March 30, 2018), change excel cell type to text | Current date will be used if not present |
memo | Optional | Optional | Any additional notes | Any additional notes about this donation |
method | optional | optional | Donation Method - use "check", "cash", "card", "inkind", "stock" or "other" | If Empty defaults to check |
type | optional | optional | use donation or corpmatch | Defaults to donation if not present |
company | optional | optional | Donation matching company | Only used when donation type is corpmatch |
notify | optional | optional | Notify donor of donation - yes or no | Notification sent via email if present |
The above table can be scrolled right and left.